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Genesis Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Genesis Wealth Advisors’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$4.83K Hold
165
– – ﹤0.01% 416
2015
Q1 		$5.11K Hold
165
– – ﹤0.01% 388
2014
Q4 		$5.07K Buy
+165
New +$4.88K ﹤0.01% 419

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Genesis Wealth Advisors's IYZ Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2015 at 165 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Genesis Wealth Advisors first reported a position in IYZ in Q4 2014 and has held it in 3 quarters since. The position peaked at $5.11K in Q1 2015. 96 funds tracked by Wall St. Rank hold IYZ as of Q2 2015.

  • Genesis Wealth Advisors held 165 shares of iShares US Telecommunications ETF worth $4.83K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares US Telecommunications ETF share count unchanged in Q2 2015.
  • iShares US Telecommunications ETF made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #416 holding.
  • Genesis Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares US Telecommunications ETF position peaked at $5.11K in Q1 2015.
  • 96 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.